How Can A Good CRM Support An EDO?

Economic growth and development are proportional to the organization’s success which depends upon good CRM (Customer Relationship Management) software. Deploying suitable CRM software to the EDO (Economic Development Organization) escalates the organization by automating and streamlining its processes.

With the help of a good CRM, EDOs can keep all their information organized, enhancing customer data analysis. Moreover, CRMs can build better customer relationships which, in turn, lead to higher business retention and expansion.

CRM software can be used across various business verticals to store, organize, and analyze customer information.

To assist the EDOs in managing their databases, SVAM International Inc. developed the highly advanced SaaS-based CRM, ProTRACKplus. The highly advanced CRM is EDO-centric software allowing easy management, access, and facility to record all the information on a single comprehensive platform overcloud.

ProTRACKPlus is further customized to increase the efficiency of the working process of the Economic Development Organizations by allowing the users to leverage the benefit of the built-in tools.

Let’s take a look at how having a CRM like ProTRACKPlus will be helpful for EDOs.

Benefits of using CRM Designed for Economic Development OrganizationsOffers an Array of EDO-Centric Functions (and more!)

The business goals of an EDO are different, and so are the requirements. Unlike other businesses, economic development organizations have colossal data, reports, documents, forms, and surveys to analyze.

An intelligent, function-rich CRM serves the purpose of EDOs just right by offering them features like project management, data management, interactive notes, and a task manager to track the business activities.

Maintains a Document Library

Since the EDOs have to juggle multiple documents, having a CRM with a document library is an advantage. The document library lets the EDOs manage documents at their fingertips with a quick RFP completion. It can store municipal documents, marketing documents, workforce documents, and more.

A CRM like ProTRACKPlus has a built-in library document feature to allow economic development organizations to manage documents efficiently. They can view, edit, access, and analyze documents in a single place.

Keeps the Organization’s Data Secure

Data security is the key to the growth of any organization, and this is precisely what a good CRM should offer. A CRM made especially for EDOs has extra security features to keep confidential information and documents safe.

These documents include financial statements, deal sheets or agreements, and company assets.

Allows Real-time Reporting

One of the most important features of CRM is real-time reporting. With the help of a customizable real-time reporting system, organizations can get dynamic reports to make data-driven decisions in no time!

The CRM designed for EDOs can instantly generate a report using all the data stored in the software for projects, contacts, documents, or companies. The users can export these reports to excel and gain a better insight into the organization.

Overall, having a good EDO-based CRM can help grow the organization through its robust features. A CRM that allows the organization to make business-centric decisions and manages the data effectively ensures collective economic growth.

Keeping in mind the needs and goals of an EDO, ProTRACKPlus is developed along with the expertise of visionaries from SVAM International Inc.

Our CRM combines cutting-edge technologies with the experience of professionals to give organizations supporting economic development an efficient solution for data storage and management.

Book your consultation with one of our experts to know more about ProTRACKPlus.

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